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traderyin

traderyin
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  • Chesapeake to sell Marcellus, Utica assets to Southwestern for $5.375B [View news story]
    Nothing wrong with being smaller and more profitable. Having more assets do not always generate more synergies.
    Oct 16, 2014. 08:55 AM | 4 Likes Like |Link to Comment
  • Thoughts On Suncor's Strategy [View article]
    There's nothing unique about ANY oil business Beckmill. Those are the strategies that differentiate you from the other oil companies. Nothing wrong with that. It's a commodity business.
    Sep 4, 2014. 04:08 PM | 4 Likes Like |Link to Comment
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    What's the breakdown on his total portfolio vs the put? I mean if you went as far as provide % of long vs % of short, we can judge ourselves.
    Sep 3, 2014. 09:38 AM | Likes Like |Link to Comment
  • Lululemon: A Slightly Different Angle, Which Reveals A Few Upside Opportunities [View article]
    Finally, someone who look at EV/EBITDA
    Aug 18, 2014. 07:45 PM | 1 Like Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    At the current rates environment, I just don't see upside for mREITs. They can still pass on interest paid on the mortgages and of course they can buy new issuances as rates rises (take a hit on existing positions while making higher spread on new positions). But I just don't see a situation here for mreit to increase profit - long - short term yield spread has to steepen but offset by mortgage issuance
    May 12, 2014. 12:26 PM | Likes Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    If rates rise - the current mortgage holdings value fall as with any fixed income securities. If rates drop - mortgage holders refinance with the lower rates causing high prepayment rates and narrower spread and profitability. Almost a lose-lose scenario with mREITs at the current enviornment.
    May 12, 2014. 09:29 AM | Likes Like |Link to Comment
  • A Price Target Of $15 For AMD Is Possible For 2016 [View article]
    Sensationalist article does draw views
    May 12, 2014. 09:25 AM | 6 Likes Like |Link to Comment
  • Why Investing In Chesapeake Energy Is Not A Good Idea [View article]
    Guys,

    This is a turnaround story. Not a gamble on LNG export. If APA/APC/EOG can drill domestically - and be profitable - there is no reason why CHK cannot do so under a more prudent management and deploy capital in a more careful way.

    Leveraged up the hill isn't so bad since it lower your cost of capital - as long as you generate enough cash flow to service your debt, high debt does not mean bad capital structure.
    Mar 25, 2014. 11:17 AM | Likes Like |Link to Comment
  • Why Investing In Chesapeake Energy Is Not A Good Idea [View article]
    What do you mean they haven't posted a profit yet? They are positive for 2013.
    Mar 25, 2014. 09:33 AM | 1 Like Like |Link to Comment
  • Statoil may pick east coast over Alberta oil sands for new expansions [View news story]
    Cost isn't the issue. The issue is shale gas can run out. The oil sands can last and you want to throw Canada into the mix so you don't become overly dependent on one energy source. That's common sense.
    Dec 16, 2013. 07:10 PM | 1 Like Like |Link to Comment
  • Devon to put Canadian gas assets up for sale as low prices bite [View news story]
    Natural gas is difficult to transport oversea. All the LNG terminals have to be up before anyone can take advantage of the price diff b/w North America and Asia. Plus NG wells do not deplete like oil does.
    Dec 6, 2013. 01:40 PM | 1 Like Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    seekingalpha pays him for every view.
    Sep 30, 2013. 11:31 AM | Likes Like |Link to Comment
  • JetBlue: A Stock All Value Investors Should Consider [View article]
    "JBLU still has enough growth stock characteristics that I think it could sell for 12x (assuming a market multiple of 15). So 12x a mid-point of $.85/share estimate gives me roughly a $10/ share target price."

    How do you get from EPS 0.40 in 2012 to EPS of 0.80-0.90? That's doubling the EPS when it only manages ~30 percent growth between 2011-2012. Fuel price as a percentage of revenue has to come down dramatically for this to happen - and looking at their 10k - they haven't been able to contained their fuel expense via hedging.

    The biggest catalyst or upside for JBLU is actually the pending approval of the AMR- US Airway merger. If they manage to reverse the opinions of DOJ - this will take away significant capacity. Which will benefit all domestic airline in general.
    Sep 15, 2013. 09:09 AM | Likes Like |Link to Comment
  • Green Mountain Coffee: One Of My Favorite Shorts [View article]
    Whitney,

    If GMCR is overspending in cap-ex, doesn't it means a) high depreciation will eventually hit the bottom line - EPS b) if it doesn't depreciation the high priced acquisitions then it will accumulate too much goodwill on its asset side.

    Also it is rather unfair to compare cap-ex % of GMCR to food industry as a whole.

    Not that I think GMCR is a buy here or it is not overvalued - but the arguments you provided is rather weak IMO.
    Sep 15, 2013. 08:01 AM | Likes Like |Link to Comment
  • Intel reportedly buys natural language startup; more on Jefferies' upgrade [View news story]
    But with Bay Trail, you can design the hardware to run either Android OR Window 8.1 - can't be done with the SnapDragon. That is way more of an advantage than to measure the two chips based on performance per watts.
    Sep 13, 2013. 12:37 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
69 Comments
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